Federated Hermes’s OceanFirst Financial OCFC Stock Holding History

Federated Hermes’s Portfolio OCFC Stock Details OCFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-128,308	Closed	-$2.25M	–	2171
2025 Q3	$2.25M	Sell	128,308 -20,011	-13%	-$358K	﹤0.01%	903
2025 Q2	$2.61M	Sell	148,319 -5,482	-4%	-$91.4K	﹤0.01%	874
2025 Q1	$2.62M	Buy	153,801 +2,138	+1%	+$38.1K	0.01%	876
2024 Q4	$2.75M	Sell	151,663 -32,928	-18%	-$629K	0.01%	861
2024 Q3	$3.43M	Buy	184,591 +47,395	+35%	+$814K	0.01%	809
2024 Q2	$2.18M	Buy	137,196 +658	+0.5%	+$9.95K	0.01%	904
2024 Q1	$2.24M	Buy	136,538 +38,564	+39%	+$622K	0.01%	911
2023 Q4	$1.7M	Buy	+97,974	New	+$1.43M	﹤0.01%	992
2023 Q2	–	Sell	-82,701	Closed	-$1.53M	–	2187
2023 Q1	$1.53M	Buy	82,701 +20,113	+32%	+$446K	﹤0.01%	1044
2022 Q4	$1.33M	Sell	62,588 -68,352	-52%	-$1.49M	﹤0.01%	1038
2022 Q3	$2.44M	Sell	130,940 -121,171	-48%	-$2.42M	0.01%	859
2022 Q2	$4.82M	Hold	252,111	–	–	0.01%	689
2022 Q1	$5.07M	Buy	252,111 +7,339	+3%	+$164K	0.01%	778
2021 Q4	$5.43M	Buy	244,772 +44,751	+22%	+$976K	0.01%	792
2021 Q3	$4.28M	Buy	200,021 +43,634	+28%	+$894K	0.01%	857
2021 Q2	$3.26M	Buy	156,387 +28,066	+22%	+$628K	0.01%	955
2021 Q1	$3.07M	Buy	+128,321	New	+$2.76M	0.01%	986
2020 Q3	–	Sell	-597	Closed	-$11K	–	2317
2020 Q2	$11K	Sell	597 -207,636	-100%	-$3.32M	﹤0.01%	1930
2020 Q1	$3.31M	Buy	208,233 +93	+0%	+$1.97K	0.01%	742
2019 Q4	$5.32M	Buy	208,140 +34,603	+20%	+$832K	0.01%	754
2019 Q3	$4.09M	Buy	173,537 +105	+0.1%	+$2.44K	0.01%	822
2019 Q2	$4.31M	Sell	173,432 -163	-0.1%	-$4.01K	0.01%	827
2019 Q1	$4.18M	Sell	173,595 -1,618	-0.9%	-$39.3K	0.01%	833
2018 Q4	$3.94M	Sell	175,213 -11,341	-6%	-$284K	0.01%	807
2018 Q3	$5.08M	Buy	186,554 +186,296	+72,208%	+$5.44M	0.01%	799
2018 Q2	$8K	Sell	258 -110	-30%	-$3.11K	﹤0.01%	1941
2018 Q1	$10K	Sell	368 -11	-3%	-$297	﹤0.01%	1884
2017 Q4	$10K	Buy	379 +43	+13%	+$1.17K	﹤0.01%	1880
2017 Q3	$9K	Buy	336 +107	+47%	+$2.79K	﹤0.01%	1863
2017 Q2	$6K	Buy	229 +78	+52%	+$2.13K	﹤0.01%	1917
2017 Q1	$4K	Buy	151 +10	+7%	+$291	﹤0.01%	1971
2016 Q4	$4K	Sell	141 -5,178	-97%	-$121K	﹤0.01%	1966
2016 Q3	$102K	Buy	5,319 +117	+2%	+$2.23K	﹤0.01%	1562
2016 Q2	$95K	Buy	5,202 +872	+20%	+$15.9K	﹤0.01%	1562
2016 Q1	$77K	Buy	4,330 +501	+13%	+$8.79K	﹤0.01%	1596
2015 Q4	$77K	Buy	3,829 +150	+4%	+$2.88K	﹤0.01%	1599
2015 Q3	$63K	Buy	3,679 +191	+5%	+$3.44K	﹤0.01%	1614
2015 Q2	$65K	Hold	3,488	–	–	﹤0.01%	1623
2015 Q1	$60K	Sell	3,488 -1,027	-23%	-$17.2K	﹤0.01%	1650
2014 Q4	$77K	Hold	4,515	–	–	﹤0.01%	1616
2014 Q3	$72K	Hold	4,515	–	–	﹤0.01%	1609
2014 Q2	$75K	Sell	4,515 -399	-8%	-$6.65K	﹤0.01%	1605
2014 Q1	$87K	Buy	4,914 +90	+2%	+$1.59K	﹤0.01%	1600
2013 Q4	$83K	Buy	4,824 +27	+0.6%	+$478	﹤0.01%	1608
2013 Q3	$81K	Buy	4,797 +2,062	+75%	+$34.8K	﹤0.01%	1588
2013 Q2	$43K	Buy	+2,735	New	+$38.9K	﹤0.01%	1606

Other funds holding OCFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes's OCFC Position: Q4 2025 in Review

Federated Hermes sold out of OceanFirst Financial (OCFC) in Q4 2025, closing a stake of 128,308 shares — an estimated $2.25M sold.

Federated Hermes first reported a position in OCFC in Q2 2013 and held it in 46 quarters. The position peaked at $5.43M in Q4 2021. 185 funds tracked by Wall St. Rank hold OCFC as of Q4 2025.

Federated Hermes reported no remaining OceanFirst Financial position as of Q4 2025 after selling out during the quarter.
Federated Hermes sold 128,308 OceanFirst Financial shares in Q4 2025, an estimated $2.25M.
Federated Hermes first reported a position in OceanFirst Financial in Q2 2013 and held it in 46 quarters.
Federated Hermes's OceanFirst Financial position peaked at $5.43M in Q4 2021.
185 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2025.

Based on Federated Hermes's 13F filing for Q4 2025, filed 12 Feb 2026.